Episode 22: Stop And Smell The Roses
Gavin L. DiStasi | Podcast LinkIn this episode we discuss living for today versus planning for tomorrow
Episode 21: Stock Market Lemonade
Jarrett B. Topel | Podcast LinkIn this episode we talk about turning stock market lemons into lemonade.
6 Things Your Estate Plan Should Address
Gavin L. DiStasi | Blog LinkWith the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work functions, family gatherings,... Read More »
Episode 20: Financial Blueprints
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the virtues of comprehensive planning
The Three Little Pigs
Jarrett B. Topel | Blog LinkHumans are not rational, particularly when it comes to investing. Knowing that, is there a way to make this fact work to our advantage as... Read More »
Episode 19: Don't Go Shopping Without a List
Jarrett B. Topel | Podcast LinkIn this episode we discuss the benefits of having a financial plan
La Dolce Vita
Gavin L. DiStasi | Blog LinkAn interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather than being... Read More »
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- March 26, 2020
"Some Americans Could Hit Snags Getting Stimulus Cash, Planner Says https://t.co/2SY8eoDknY via @ThinkAdvisor"
- March 20, 2020
"“Passive indexing and ETFs have provided a counterweight to the active traders who seem to be panic selling” https://t.co/SPVbqbBnyV"
- March 20, 2020
"IRS Delays Tax-Filing Date to July 15, Matching Payment Deadline https://t.co/rTOijXWDKQ"
- March 19, 2020
"White House Mulls New 50-, 25-Year Bonds to Finance Stimulus https://t.co/KASVI9QWFe via @ThinkAdvisor"
- March 17, 2020
"IRS Delays Tax Payment Deadline for 90 Days https://t.co/zd30Tl49Jt via @ThinkAdvisor"
- March 13, 2020
"Remember, it’s “Time in the Markets”, NOT, “Timing the Markets” that matters. Stick to your plan and never let sho… https://t.co/zrKun03HQ8"
- March 12, 2020
"Our advice has not (and will not) change. The most dangerous words in investing are “It is different this time…”.… https://t.co/YnW9Etw9Lo"